The cluster is small in dollar terms relative to HBT's $1.3B market cap and dominated by passive/asset managers rather than activist or high-conviction funds. Monitor Q4 2026 earnings and Tri-County deal closing for further institutional positioning.
How the stock moved after the report
NEUTRAL VIEWSTOCK BELOW ENTRY AT T+1- T+0 · Nov 10 $37.53entry
- T+1 · 12h ago −0.77%α −2.09% · $37.24
- T+5 · in 5d Pending
- T+20 · in 27d Pending
- T+60 · in 3mo Pending
How similar events traded
Executive Summary
Three asset managers added to HBT Financial positions in Q3 2026, totaling $692K in net buying, while Nuveen trimmed $891K. The cluster follows a Q3 earnings beat (adjusted EPS $0.86 vs. $0.79 consensus) and ongoing Tri-County acquisition, but the 45-day reporting lag and absence of insider buying weaken the signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$199.0K
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Creative Planning | ADD | +36.9% | $599.0K | $203.0K |
| Russell Investments Group | ADD | +58.8% | $1.1M | $487.0K |
| Farther Finance Advisors | ADD | +78.9% | $2.0K | $1.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Nuveen | TRIM | -48.5% | $2.1M | -$891.0K |
Key Facts
- 3 buyers (Creative Planning, Russell Investments, Farther Finance) added shares worth $692K in aggregate
- 1 seller (Nuveen) trimmed $891K, making net institutional flow negative by $199K
- Q3 2026 adjusted EPS of $0.86 beat consensus by 8.9%; net interest income of $70.3M missed total revenue consensus of $82.9M
- No open-market insider buying during the window; institutions-only signal
- Tri-County acquisition on track to close early Q1 2027
Financial Impact
3 institutions accumulated $692K in new positions while 1 reduced holdings by $891K; net outflow of $199K
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying corroborates the institutional moves
- Net institutional flow is negative ($199K outflow) despite three buyers
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-HBT-2026-Q3 |
Track record
22 reports on HBT
6 of 7 bullish or bearish reports moved the stock their way by T+1. Best: +17.49% at T+60 after the Apr 27, 2026 report. 6 of 7 went positive at some point.
Filters
- Nov 10, 20261d ago Institutional Cluster Neutral 3/10 Viewing Entry $37.53 to $37.24 ▼ −0.77% −2.09% vs SPY
- Nov 2, 20269d ago 8-K Neutral 3/10 Entry $36.99 to $37.81 ▲ +2.22% +0.57% vs SPY
- Oct 28, 202614d ago 8-K Neutral 2/10 Entry $36.40 to $36.80 ▲ +1.10% +1.48% vs SPY
- Oct 26, 202616d ago Press Release Neutral 5/10 No price data
- Oct 26, 202616d ago 8-K Bullish 6/10 Entry $37.21 to $36.75 ▼ −1.24% −1.80% vs SPY
- Sep 22, 20267w ago Institutional Cluster Neutral 3/10 Entry $35.42 to $35.11 ▼ −0.88% −0.15% vs SPY
- Sep 17, 20267w ago EFFECT Neutral 4/10 Entry $36.08 to $36.01 ▼ −0.19% −0.07% vs SPY
- Aug 10, 202613w ago 8-K Bullish 7/10 Entry $35.94 to $36.19 ▲ +0.70% +1.02% vs SPY
- Aug 7, 202613w ago EFFECT Bearish 5/10 Entry $36.35 to $35.94 ▲ +1.13% +1.10% vs SPY
- Aug 4, 202614w ago S-4/A Neutral 2/10 Entry $36.13 to $36.11 ▼ −0.06% +0.14% vs SPY
US Market Status
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